INSPInspire Medical Systems, Inc.
The schedule
- Thu15Oct
Expected update on reimbursement and coding streamlining for the Inspire 5 system. A favorable resolution targets $50.00, while continued administrative friction drops shares to $40.00.
- Thu19Nov
Presentation of real-world clinical data assessing sleep apnea severity in patients utilizing GLP-1 therapies alongside structural interventions. Target $63.00, fallback $48.00.
- Tue2Feb
Q3 results will test whether the second half of 2026 is showing the fundamental stabilization promised earlier in the year. Bull target $55.00, bear fallback $44.00.
- Tue4May
Issuance of FY2027 forward guidance and Q4 results. Re-establishing 15%+ revenue growth targets $71.00, while a flat outlook results in a fallback to $55.00.
- Tue3Aug
First quarter execution against the FY2027 plan. Validation of the new growth trajectory targets $78.00, while an early-year stumble falls back to $62.00.
Past
- Tue4Aug
Q2 earnings print with a focus on revenue growth recovery and progress resolving Inspire 5 coding/reimbursement challenges. A favorable outcome targets $54.00, while an adverse outcome falls back to $45.00.
- Mon4May
Actual outcome: Bear · $48.25 at outcome
Although Inspire Medical Systems beat Q1 earnings estimates, the company reported weak revenue growth of just 1.6% and slashed its full-year 2026 guidance by up to 10%. The stock fell 12% as investors reacted negatively to the lowered outlook, which was driven by reimbursement disruptions, coding challenges with the new Inspire 5 system, and intensifying competition from GLP-1 weight-loss drugs.
Although Inspire Medical Systems beat Q1 earnings estimates, the company reported weak revenue growth of just 1.6% and slashed its full-year 2026 guidance by up to 10%. The stock fell 12% as investors reacted negatively to the lowered outlook, which was driven by reimbursement disruptions, coding challenges with the new Inspire 5 system, and intensifying competition from GLP-1 weight-loss drugs.
